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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,872 | $71,873-48.7% | $86,698-57.5% | $68,490-46.2% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -22.93% | 3.54%-26.5pp | 35.96%-58.9pp | -7.85%-15.1pp |
| Employer contribution / active EE | $362 | $2,173-83.4% | $2,837-87.2% | $2,597-86.1% |
| Participant deferral / active EE | $2,196 | $3,779-41.9% | $4,656-52.8% | $4,028-45.5% |
| Admin fee / account holder | $1,918 | $6,110-68.6% | $7,492-74.4% | $5,403-64.5% |